Form 13-F position report

THERMON GROUP HLDGS INC

Reported by DEUTSCHE BANK AG

THR CUSIP 88362T103 Manager CIK 0000948046

Reported 285,618 shares, up 9,897 (3.6%) from the prior quarter.

Reported value 4.4%; share count 3.6% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q2 2025
Shares 285,618 Quarter-end amount reported
Reported value $8,020,153 Fair value at quarter end
Consecutive quarters held 49 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 5318000
2021-12-31 5522000
2022-03-31 5250000
2022-06-30 4613000
2022-09-30 4961000
2022-12-31 6589292
2023-03-31 8286024
2023-06-30 8672265
2023-09-30 9021203
2023-12-31 10030778
2024-03-31 10093498
2024-06-30 9418589
2024-09-30 7897394
2024-12-31 7915145
2025-03-31 7678830
2025-06-30 8020153
2025-09-30 8392244
2025-12-31 11747651
2026-03-31 16110965
2026-06-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for THERMON GROUP HLDGS INC held by DEUTSCHE BANK AG.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 0 -319,662 (-100.0%) 0 $0 2026-08-07
Q1 2026 Added 319,662 +3,525 (1.1%) < 0.01% $16,110,965 2026-05-06
Q4 2025 Added 316,137 +2,056 (0.7%) < 0.01% $11,747,651 2026-02-11
Q3 2025 Added 314,081 +28,463 (10.0%) < 0.01% $8,392,244 2025-11-13
Q2 2025 Added 285,618 +9,897 (3.6%) < 0.01% $8,020,153 2025-08-12
Q1 2025 Added 275,721 +603 (0.2%) < 0.01% $7,678,830 2025-05-09
Q4 2024 Added 275,118 +10,460 (4.0%) < 0.01% $7,915,145 2025-02-14
Q3 2024 Reduced 264,658 -41,538 (-13.6%) < 0.01% $7,897,394 2024-11-13
Q2 2024 Reduced 306,196 -2,285 (-0.7%) < 0.01% $9,418,589 2024-08-14
Q1 2024 Added 308,481 +505 (0.2%) < 0.01% $10,093,498 2024-05-15
Q4 2023 Reduced 307,976 -20,426 (-6.2%) < 0.01% $10,030,778 2024-02-14
Q3 2023 Added 328,402 +2,377 (0.7%) < 0.01% $9,021,203 2023-11-09
Q2 2023 Reduced 326,025 -6,480 (-1.9%) < 0.01% $8,672,265 2023-08-14
Q1 2023 Added 332,505 +4,353 (1.3%) < 0.01% $8,286,024 2023-05-15
Q4 2022 Added 328,152 +6,251 (1.9%) < 0.01% $6,589,292 2023-02-13
Q3 2022 Reduced 321,901 -6,418 (-2.0%) < 0.01% $4,961,000 2022-11-14
Q2 2022 Added 328,319 +4,288 (1.3%) < 0.01% $4,613,000 2022-08-11
Q1 2022 Reduced 324,031 -2,118 (-0.6%) < 0.01% $5,250,000 2022-05-13
Q4 2021 Added 326,149 +18,965 (6.2%) < 0.01% $5,522,000 2022-02-11
Q3 2021 Reduced 307,184 -251,329 (-45.0%) < 0.01% $5,318,000 2021-11-04
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

190 managers reported THERMON GROUP HLDGS INC for Q2 2025.

Managers reporting THERMON GROUP HLDGS INC in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 3,221,963 -52,943 < 0.01% $90,472,721 49 qtrs
BlackRock Inc Reduced 2,626,553 -31,206 < 0.01% $73,753,608 4 qtrs
FMR LLC Added 2,422,340 +21,425 < 0.01% $68,019,307 16 qtrs
T Rowe Price Investment Management Inc Reduced 2,160,464 -584,922 0.04% $60,666,000 12 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 1,769,140 -4,687 0.01% $49,678,279 49 qtrs
WESTWOOD HOLDINGS GROUP INC Added 1,317,236 +1,309,045 0.27% $36,987,987 6 qtrs
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N V Reduced 1,171,120 -271,350 0.31% $32,885,050 33 qtrs
BROWN ADVISORY INC Added 1,107,088 +133,145 0.04% $31,087,038 14 qtrs
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC Reduced 1,039,795 -82,523 0.08% $29,197,444 9 qtrs
Medina Value Partners LLC Added 953,917 +141,164 7.33% $26,785,989 3 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 12, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
257,194
Shared
0
None
28,424

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.